Karen Diamond

B Admin, CFP, R.F.P.

Even retirement – a seemingly happy event – can be a stressful adjustment. A solid income plan can help alleviate the anxieties of this transition.

There is so much more to a retirement plan than just picking investments and making sure the cheque is in your account each month. Your plan has to reflect your particular circumstances and be flexible enough to change with the changes in your life.

Health or family issues may cause an abrupt change in your priorities. And the investment climate has created challenges for many retirees. It is said that a true expert is someone who knows what to do when no one knows what to do. We are acutely aware of the impact of all these things on the retirement income strategy and we are here to make sure that your income plan is appropriately adapted to meet those changes.

Our unique approach to retirement income planning is outlined in "Your Retirement Income Blueprint - 2nd edition," a Canadian best seller by Daryl Diamond. We are true experts in the field of retirement income planning and we want to share our expertise with you.

Specializations:

Retirement Income PlanningSeverance Counselling/Pension TransfersIncome Planning after Divorce or Death of SpouseTax Preparation (full service clients)